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Royce W. Medlin, CFA, CAIA

Chief Investment Officer

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Clear Rock Advisors Royce W. Medlin, CFA, CAIA
Dallas, Texas

Serving Clients Nationwide

Chief Investment Officer

(214) 923-5756

Website

Areas of Focus

  • Alternative Investments
  • Capital Gains
  • Education Funding
  • Employee Stock Options
  • Estate Planning
  • Family and Money
  • Financial Life Planning
  • Giving
  • Inherited Wealth
  • Investing
  • Investment Management
  • Retirement Planning
  • Setting Up Retirement Accounts
  • Taxes

About Me

Royce W. Medlin is Chief Investment Officer at Clear Rock Advisors where he provides investment strategy and communication, global asset allocation, manager due diligence and portfolio construction. Prior to founding Clear Rock Advisors, he served as Director of Capital Advisory Group at Lazard Asset Management. He also previously served as Partner and Director of Portfolio Management of Smith Group Asset Management, President of Belmont Wealth Management, and Senior Portfolio Manager of US Trust.

Royce received an MBA from Texas Christian University and a BS in International Trade from Texas Tech University.

Professional Designations

  • Chartered Alternative Investment Analyst (CAIA)
  • Chartered Financial Analyst (CFA)

Affiliations

  • CFA Institute

Primary Location

4809 Cole Avenue, Suite 345 Dallas, TX 75205

Additional Locations

📍 200 Earl Garrett Street, Suite 202, Kerrville, Texas 78028

📍 9020 N. Capital of Texas Hwy, Suite 345, Austin, Texas 78759

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Getting started with Clear Rock is easy. Click the 'Book Intro Call' button above and take a few minutes to complete our initial assessment to explore if working with Clear Rock is a good fit for you. Clear Rock is a full-service wealth management firm specializing in providing financial planning and investment management services for clients with investable assets above $2M.

Offers Investment Management

Yes

About our Firm

Clear Rock Advisors, LLC is a Texas-based SEC registered investment adviser serving high net worth families throughout the US. Clear Rock’s dedicated team of financial professionals have decades of proven expertise providing sophisticated solutions to diverse financial challenges.

Clear Rock’s proven Wealth Planning Process is derived from the personalized and complete wealth management solutions the firm owners’ families have used to manage multi-generational wealth for decades, and includes Holistic Financial Planning precisely coordinated with Comprehensive Investment Management.

Our goal-based financial plans are designed by experienced financial advisors that have earned the Certified Financial Planner (CFP®) designation to evaluate clients’ complete financial situation and implement personalized, integrated strategies to achieve specific client objectives. Our areas of expertise include:

✅ Planning for Retirement
✅ Generation Wealth Transfer
✅ Tax Planning
✅ Cash Flow Planning
✅ Executive Benefit Analysis
✅ Asset Protection

Our Investment Management program is distinct in its clarity of investment philosophy, disciplined investment process, and sophisticated portfolio management approach. Our firm’s philosophy is to Invest with Purpose, placing each client’s specific needs above all else. Attributes of the firm’s investment process include:

✅ Protect Wealth & Capture Opportunities
✅ Selective
✅ Superior Risk-Adjusted Performance
✅ Objective
✅ Disciplined

Clear Rock’s approach focuses on generating superior risk-adjusted performance through custom client portfolios designed to protect wealth and capture opportunities. The firm has decades of expertise managing portfolios constructed of diverse asset classes, including:

✅ Fixed Income
✅ Equities
✅ Alternative Investments
✅ Private Investments

Clear Rock emphasizes added diversification through alternative and private investment strategies that are less correlated to traditional stock and bond portfolios to improve performance during market
downturns.

At Clear Rock, our clients are our extended family that we work closely with to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and ongoing management, the Clear Rock team works diligently to provide sophisticated solutions with high touch client service. Our ongoing management process includes regular updates and modifications to ensure a current and dynamic plan is being optimally implemented.

Education

Texas Christian University - M.J. Neeley School of Business, MBA | Texas Tech University, BS, International Trade

Badges

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/4512862

Who We Serve

  • Baby Boomers
  • Business Owners
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

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